Posts Tagged ‘Wally Rhines’
Thursday, March 24th, 2016
Luckily, there wasn’t time this week to speak by phone with Mentor Graphics CEO Wally Rhines. After all, who wants to hear bad news in person: EDA has turned south.
Here’s the quote from Rhines included in EDAC’s press release discussing their Market Statistics Service report for Q4_2015:
“After 23 consecutive quarters of growth, the EDA Industry revenues declined slightly in the fourth quarter, compared to a particularly strong Q4 2014. However, industry revenue increased 5 percent for calendar 2015 compared to 2014, and the semiconductor IP and services categories increased in Q4. Geographically, the Asia Pacific region continues to grow, while other regions saw modest declines this quarter.”
Wednesday, March 9th, 2016
EDAC has decided to change its name. At last. What the new name will be, most do not know, but you can find out over some food and a glass of wine or beer on Wednesday evening, March 30th, at the Consortium’s headquarters on Zanker Road in San Jose.
Lots of people have been pointing out for a long time that membership in the EDA Consortium includes some of the biggest names in IP, not to mention embedded software, so not reflecting that reality in the organization’s name is pretty nonsensical. In fact, two recent blogs here on EDACafe specifically address the issue.
The first one is titled: “Answer’s nope: Should EDA Consortium become IP Consortium?” [September 30, 2015].
In this blog, I asked Mentor Graphics CEO Wally Rhines: “Aren’t the IP companies on the verge of overshadowing the size and impact of the EDA companies in the EDA Consortium. So much so, it seems like it’s time to change the name to the IP Consortium.”
Rhines responded, “It will never be the case that it’s all EDA or all IP. In fact, IP revenue is only one-third the size of the market tracked by MSS today. The other two-thirds is traditional EDA.
“Even ARM — although their market cap is $20 billion — their revenue is just about the same as Mentor’s. The EDA industry is a long way from being dominated by the IP industry, plus we’re in a very prosperous period in EDA. We’ve got 22 nanometers, 14, 10, 7 all working at the same time, so we’re meeting customer demands at all of these nodes.”
Last September, Dr. Rhines appeared distinctly underwhelmed by the argument that it’s time to change the Consortium’s name.
Wednesday, January 27th, 2016
The book that Sir Robin Saxby has been waiting for has finally been written: “Mobile Unleashed: The Origin and Evolution of ARM Processors in Our Devices”.
Authored by SemiWiki’s Dan Nenni and Don Dingee, the book “delivers an informative look at events and technology that powered the mobile device industry to worldwide adoption.”
When I spoke with Dingee by phone this week, he said the book represents an enormous amount of work: “Sixteen months of intense research, 270 pages and over 800 footnotes.”
Other books have been written about ARM, he acknowledged, but this one is different: “People ask if this is a technology book or the story of ARM and I say, in truth it’s a little bit of both.”
Thursday, January 7th, 2016
If you ask Wally Rhines, CEO at Mentor Graphics, about concerns that there has been too little disruptive change and, therefore, too little high-profile investment in the EDA industry over the last several years, he says: “It true that startups always like to see a spike up in growth.
“However, the biggest companies would like to see something closer to steady growth. Volatility is not as good for the bigger companies as it is for the smaller companies.”
If you ask: “But how viable is a high-tech industry when there’s no increase expected in VC funding for the foreseeable future?”
Rhines replies: “Yes, it’s true. VC funding in EDA has declined over the last 10 years, with the money often going instead into social networking. There is still ongoing investment today in EDA, however, but it’s angel funding, not VC funding.”
Wednesday, September 30th, 2015
The news is good out of EDA this week: The industry continues up and to the right.
EDAC’s Market Statistic Services produced the numbers: “The EDA industry revenue increased 8.5 percent for Q2 2015 to $1906.5 million, compared to $1757.9 million in Q2 2014. The four-quarters moving average, which compares the most recent four quarters to the prior four quarters, also increased by 8.5 percent. Companies that were tracked employed a record 32,806 professionals in Q2 2015, an increase of 4.9 percent compared to the 31,259 people employed in Q2 2014, and up 2.1 percent compared to Q1 2015.”
Mentor CEO Walden C. Rhines provided the commentary: “The industry’s strong, and exceptionally good in CAE, where the concentration is emulation, functional verification, and test, [while] IC physical design also reported solid growth. Geographically, all regions except Japan saw revenue increases, especially Asia/Pacific. The PacRim was strong in Q2, North America was strong, and Europe was pure gold.”
“The numbers are also very good in IP,” he continued, “especially in EDA combined with IP. The external companies, dominated by ARM, showed unusually large growth in Q2, and the internal IP companies are also showing excellent growth.”
Wednesday, August 12th, 2015
Autumn used to start in September, but now classes and conferences commence in August and vacation ends just that much sooner. Here’s a list of various events you should consider attending between now and the end of the year, with thanks to conference organizers for the associated descriptions.
Scanning the range of topics, it’s clear the combined IP and EDA industries have an increasingly broad range of interests: IoT, autos, wearables, software security, verifying/integrating IP, power, device physics, memory, embedded processors and software, sensors, MEMS, a range of standards, networking, both the professional and technical kinds, and “synergistic collaborative design” both up in the cloud and down below on solid ground.
Wednesday, January 15th, 2014
It’s clear that these are heady days in EDA and IP. The numbers have been up and to the right for a number of quarters now and everybody’s feeling good about things, including Mentor Graphics CEO Wally Rhines. He was doing the rounds last week talking up EDAC’s Market Statistics Service report on the industry for Q3_2013; the report was published this week on Tuesday.
On my phone call with Rhines I found him exuberant, so I started with a comment to which Rhines was not allowed to respond; he was speaking for EDAC in that conversation and not for his own organization. “Wow,” I said. “Mentor is really doing stupendously if your stock valuations are any indication, up over 40 percent in the last year.”
Rhines said nothing, but did chuckle, so I continued: “Wow again, then, for the overall EDA and IP industries. Having said that, I’ve noticed – perhaps not for the first time – that Synopsys does not officially submit numbers for these quarterly MSS updates. What’s up with that?”
Thursday, February 28th, 2013
If you’re free on the evening of Thursday, March 14th, you should plan on attending EDAC’s annual CEO Forecast Panel. It promises to be full of executive content, albeit perhaps a bit light on forecast content, but oh well. That’s the nature of life in the Publicly Traded Fast Lane these days.
Along with the CEOs of Mentor Graphics, Cadence, Synopsys, and Nimbic, the president of ARM will also be on stage, Simon Segars. Segars is no stranger to public speaking. You can hear his recent ARM TechCon 2012 keynote here. But it’s not what Segars will say on stage at the DoubleTree Hotel in San Jose on March 14th that matters. It’s his body language, and you’ll only be able to read that if you’re in the room.